Chinese EV Showdown: NIO Surges 136% in March as Li Auto & XPENG Fight Back
NIO delivered 35,486 vehicles in March 2026 (+136% YoY) and 83,465 in Q1. Full March & Q1 2026 delivery results for NIO, Li Auto & XPENG plus upcoming model launches.
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XPENG Scores First-Ever Quarterly Profit — But Weak China Demand Delivers Q1 Warning
XPENG achieved its first-ever quarterly net profit of RMB 383 million in Q4 2025 with record margins. Strong full-year growth is overshadowed by disappointing Q1 2026 guidance amid weak China EV demand.
Fiat Owner Stellantis Courts China’s Xiaomi and Xpeng to Revive Struggling European Arm
Stellantis in talks with China's Xiaomi and Xpeng for investments in its struggling European business, including possible stakes in Maserati, as it prioritizes Americas amid EV challenges.
Morgan Stanley Impressed: XPeng's VLA 2.0 Delivers Human-Like Driving in Guangzhou Test Ride
Morgan Stanley calls XPeng’s VLA 2.0 autonomous driving update “impressive” after a smooth 28km test in Guangzhou. Overweight rating & $34 target on XPEV shares.
Slow Start for China's EVs in 2026: Why Tesla's Robo-Taxi and Optimus Bets Matter More Than Ever
Chinese EV sales stumbled in February 2026 due to the Spring Festival holiday, with major players like BYD and XPeng seeing sharp drops. This pressures Tesla in its key China market, raising the importance of its pivot to AI, robo-taxis, and humanoid robots for future growth.
Chinese EV Giants Report Mixed January Results Amid Policy Changes
NIO doubles deliveries year-over-year while Li Auto and XPeng struggle in January 2026. Chinese EV makers navigate seasonal weakness and reduced government support as the new year begins.